Imagine a lifetime spent diligently saving your acorns, only to face a mental roadblock when it's time to enjoy them. Dana Anspach, CFP®, RMA®, and author of "Living Off Your Acorns," shares how this common challenge impacts retirees and introduces the critical "pre-go" phase.

This episode offers a fresh perspective on retirement planning, emphasizing conscious consumption of retirement funds.

Key Takeaways:

Identify and plan for the crucial "pre-go" phase of retirement, which involves significant financial and identity shifts
Overcome the "super saver" mentality to give yourself permission to enjoy retirement spending and experiences
Understand that retirement is not a single phase but multiple stages, each with unique challenges and opportunities
Recognize the emotional and psychological hurdles of transitioning from saving to spending retirement funds
Explore how to find purpose and joy beyond work through hobbies, travel, and charitable giving

Resources Mentioned:

Dana's new book: "Living Off Your Acorns: Your Guide To The Four Phases of Retirement"
"Control Your Retirement Destiny" by Dana Anspach
"Die with Zero" by Bill Perkins
"The Prosperous Retirement: A Guide to the New Reality" by Michael Stein
Your 12 Good Years article by Dan Hewlett

Connect With Dana Anspach:

Website: https://www.sensiblemoney.com
YouTube: https://www.youtube.com/@makingretirementmakesense

Connect with Benjamin Brandt:

Subscribe to the This Week in Retirement: http://thisweekinretirement.com
Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com
Work with Benjamin: https://retirementstartstoday.com/start

Get Benjamin's book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement

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